See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,991 |
Service code 15 | Recordkeeping | $5,985 |
ALEX A. BONILLA1 year Filed as: ALEX LEWELLYN Service code 15 2420 PINEBROOK CIRCLE · MEDFORD, OR 97504 | Recordkeeping | $5,966 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,994 | $44,221-66.1% | $121,196-87.6% | $56,287-73.4% |
| Participation rate | 70.6% | 61.1%+9.5pp | 71.7%-1.2pp | 69.9%+0.7pp |
| Annual return | -4.69% | -3.58%-1.1pp | 16.93%-21.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,075 | $2,521-57.4% | $3,344-67.9% | $3,350-67.9% |
| Admin fee / account holder | $126 | $480-73.8% | $5,019-97.5% | $521-75.9% |